Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37M Buy
+10,846
New +$2.37M 0.24% 53
2025
Q1
Sell
-1,987
Closed -$331K 79
2024
Q4
$331K Buy
+1,987
New +$331K 0.03% 50